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Summit Wealth Group (Colorado)’s Emcor EME Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,527
Closed -$742K – 370
2025
Q3 		$742K Buy
+3,527
New +$2.14M 0.08% 207

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group (Colorado)'s EME Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Emcor (EME) in Q4 2025, closing a stake of 3,527 shares — an estimated $742K sold.

Summit Wealth Group (Colorado) first reported a position in EME in Q3 2025 and held it in 1 quarter. The position peaked at $742K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold EME as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Emcor position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,527 Emcor shares in Q4 2025, an estimated $742K.
  • Summit Wealth Group (Colorado) first reported a position in Emcor in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Emcor position peaked at $742K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Emcor as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.